Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17.3K Hold
2025
Q2
$14K Sell
2025
Q1
$900K Sell
2024
Q4
$1.2M Buy
2024
Q3
$591K Sell
2024
Q2
$975K Sell
2024
Q1
$1.73M Sell
2023
Q4
$1.55M Sell
2023
Q3
$1.31M Sell
2023
Q2
$1.58M Sell
2023
Q1
$19.5M Buy
2022
Q4
$15.1M Buy
2022
Q3
$9.9M Sell
2022
Q2
$14.3M Buy
2022
Q1
$17.8M Sell
2021
Q4
$21M Buy
2021
Q3
$5.05M Sell
2021
Q2
$5.44M Buy
2021
Q1
$1.93M Buy